Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Purnartha Vision Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.70%
5.60%
6 Months
9.08%
9.69%
1 Year
−2.99%
14.36%
3 Years
5.96%
13.50%
5 Years
8.08%
8.53%
Since Inception
15.75%
11.34%
Fund Age
7 yrs 2 mo
5 yrs 5 mo
AUM
₹61.93 Cr
₹190.75 Cr
Alpha – 1 Year
−7.71%
9.64%
Alpha – 3 Years
−6.13%
1.41%
Information Ratio – 3 Years
-0.39
0.20
Volatility – 1 Year
26.39%
24.59%
Volatility – 3 Years
21.38%
18.73%
Beta – 1 Year
1.37
1.16
Beta – 3 Years
1.14
1.03
Sharpe Ratio – 1 Year
-0.20
0.44
Sharpe Ratio – 3 Years
0.18
0.52
Worst Rolling Year
5.04%
8.91%
Value at Worst Rolling Year
₹1.05 Cr
₹1.09 Cr
Deepest Drawdown
−33.64%
−18.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
13.01%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 16% · M 12% · S 39%
Number of Stocks
24
—
Portfolio P/E
41.54
25.84
Top 5 Holdings
Cash & Cash Equivalent · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
—
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%